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Latest Laraway Financial Advisors Inc Stock Portfolio

Laraway Financial Advisors Inc Performance:
2025 Q3: 7.93%YTD: 12.06%2024: 11.23%
Performance for 2025 Q3 is 7.93%, and YTD is 12.06%, and 2024 is 11.23%.

About Laraway Financial Advisors Inc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Laraway Financial Advisors Inc reported an equity portfolio of $146.5 Millions as of 30 Sep, 2025.

The top stock holdings of Laraway Financial Advisors Inc are AAPL, VB, VB. The fund has invested 8.2% of it's portfolio in APPLE INC and 4.6% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off DIAGEO PLC (DEO) and GENERAL MLS INC (GIS) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), FIRST TR EXCHANGE-TRADED FD (FCVT) and NVIDIA CORP (NVDA). Laraway Financial Advisors Inc opened new stock positions in BERKSHIRE HATHAWAY INC DEL, TESLA INC (TSLA) and MEDTRONIC PLC (MDT). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), BERKSHIRE HATHAWAY INC DEL and J P MORGAN EXCHANGE TRADED F (BBAX).

Laraway Financial Advisors Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Laraway Financial Advisors Inc made a return of 7.93% in the last quarter. In trailing 12 months, it's portfolio return was 5.7%.

New Buys

Ticker$ Bought
berkshire hathaway inc del754,200
tesla inc276,171
medtronic plc237,529
New stocks bought by Laraway Financial Advisors Inc

Additions

Ticker% Inc.
spdr ser tr37.25
berkshire hathaway inc del33.00
j p morgan exchange traded f21.39
vanguard whitehall fds18.82
spdr ser tr16.39
goldman sachs group inc13.33
chevron corp new12.54
caterpillar inc12.3
Additions to existing portfolio by Laraway Financial Advisors Inc

Reductions

Ticker% Reduced
vanguard scottsdale fds-4.5
first tr exchange-traded fd-4.35
nvidia corp-3.44
spdr ser tr-2.7
cencora inc-1.52
spdr ser tr-1.26
netflix inc-1.24
oracle corp-0.92
Laraway Financial Advisors Inc reduced stake in above stock

Sold off

Ticker$ Sold
general mls inc-139,783
diageo plc -198,352
Laraway Financial Advisors Inc got rid off the above stocks

Sector Distribution

Laraway Financial Advisors Inc has about 51.6% of it's holdings in Others sector.

Sector%
Others51.6
Technology18.5
Communication Services7.3
Healthcare5.1
Consumer Defensive4.3
Consumer Cyclical4.2
Financial Services3.7
Industrials3.1

Market Cap. Distribution

Laraway Financial Advisors Inc has about 48.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED50.9
MEGA-CAP34.3
LARGE-CAP14.6

Stocks belong to which Index?

About 47.4% of the stocks held by Laraway Financial Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others52.6
S&P 50047.4
Top 5 Winners (%)%
WDC
western digital corp
87.6 %
INTC
intel corp
49.8 %
GOOG
alphabet inc.
37.8 %
LRCX
lam research corp
37.0 %
GOOG
alphabet inc.
37.0 %
Top 5 Winners ($)$
AAPL
apple inc
2.3 M
GOOG
alphabet inc.
1.1 M
NVDA
nvidia corp
0.7 M
VB
vanguard index fds
0.6 M
GOOG
alphabet inc.
0.5 M
Top 5 Losers (%)%
novo-nordisk a s
-19.0 %
FICO
fair isaac corp
-18.1 %
STZ
constellation brand
-17.2 %
CMCSA
comcast corp
-11.8 %
PM
philip morris intl inc
-10.9 %
Top 5 Losers ($)$
NFLX
netflix inc
-0.3 M
COST
costco wholesale co
-0.1 M
novo-nordisk a s
-0.1 M
STZ
constellation brand
-0.1 M
PM
philip morris intl inc
-0.1 M

Laraway Financial Advisors Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laraway Financial Advisors Inc

Laraway Financial Advisors Inc has 125 stocks in it's portfolio. About 38.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Laraway Financial Advisors Inc last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions